
228 \\ Shocking Truth: Why Your Family Trust Could Fail Without One Critical Tax Move
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About this listen
Most people think putting their home in a trust is enough to protect their family — but that’s only the first step! In this episode, we break down the three must-do moves you have to make after putting your home in a trust. You’ll learn why telling your insurance company, county office, and mortgage lender matters so much — and how skipping these steps can cost you thousands or even wreck your family’s future plans. We’ll also show you how to turn a simple trust into a powerful tool that manages life insurance, supports your business, and creates income for your family long after you’re gone. Whether you’re a small business owner, parent, or just planning ahead, this episode will help you protect what matters most and build a lasting legacy. Tune in and take control of your 2025 finances today!
Next Steps:
💰Pay Less in Taxes – Start Here! 💰
☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!
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